Recording & summary of our July 2024 Lunchtime Learning session & links to more information about the topics covered
Payroll (Finance+)
- In our system settings, we explore options to configure how your paid shifts are coordinated in a payroll run, being driven on where the staff member sits or where the shift sits.
- We also look at the system setting to enable payroll to run off of approval and cut-off dates.
- Create a payroll run for one, multiple or all of your rota groups, review it per person or per each paid activity & export your data in the right format for your chosen payroll provider.
Invoices (Finance+)
- How to create, email & export invoices to your contractors and self-employed staff.
- How to mark someone as either an employee or contractor in their personnel record, which will direct if their paid activity is included when creating a payroll or transaction run.
- For People+ customers, this is set within the contract.
Budgeting
❓If you cannot find the budgeting tools, please ask our support team to enable this.
- How to initially set-up your budgets per rota group & configure this based on calendar or financial year.
- We then explore the new budget tracker tab in view rota and can see when we are under or exceeding budget each month based on paid activity.
- The approve value option is a core part of the budgeting tool and with this we can maintain a clear audit of cost review & control.